Interact to see
Advertisement
Advertisement
LMVRX vs VIVAX
LMVRX vs VIVAX Comparison
Open Charts LMVRX vs VIVAX
Vanguard Value Index I
Price$77.13
Change+$0.41 (+0.53%)
VolumeN/A
Net Assets217.68B
LMVRX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMVRX vs. VIVAX commentary
Jan 16, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMVRX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. LMVRX (4.03B). VIVAX pays higher dividends than LMVRX: VIVAX (1.92) vs LMVRX (0.68). LMVRX was incepted earlier than VIVAX: LMVRX (19 years) vs VIVAX (33 years). LMVRX (1.30) is less costly to investors than VIVAX (0.17). LMVRX is a more actively managed with annual turnover of: 54.00 vs. VIVAX (9.00). LMVRX has a lower initial minimum investment than VIVAX: LMVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.99 vs. LMVRX (4.78). VIVAX return over 5 years is better than : 62.08 vs. LMVRX (12.76).
| LMVRX | VIVAX | LMVRX / VIVAX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.30 | 0.17 | 765% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 3.795 | 3.489 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.03B | 218B | 2% |
| Annual Yield % from dividends | 0.68 | 1.92 | 35% |
| Returns for 1 year | 4.78 | 15.99 | 30% |
| Returns for 3 years | 16.87 | 37.08 | 45% |
| Returns for 5 years | 12.76 | 62.08 | 21% |
| Returns for 10 years | 97.17 | 163.63 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers